Pesta & Pesta Tax Preparation

“Yodle makes it super easy to synchronize pics and content all in one step.”

- Annie Tyler

Video Transcript

Jeff - Hi I’m Jeff Pesta with Pesta & Pesta. I’m a sole proprietor. I’m an enrolled agent with the Internal Revenue Service and I prepare individual tax returns. I signed up with Yodle because I wanted to expand my business. I’ve got young kids in college and they were expressing to me how important it is to have a presence on the internet, to use mobile, to have a website, and to be able to have customers contact me easily. The representative on the phone was very professional and I believed that they were going to be able to produce that for me.

Annie - I would say our biggest marketing challenge was getting all our social media coordinated. Getting our brand new website promoted out there and just getting those phones to ring, getting people to call. Of course, I was skeptical at first, and I wasn’t sure until I saw the adversite and then I thought it made sense. Our Yodle experience has been awesome.

We have turned Yodle leads into clients, who are repeat clients and who have also referred clients to us. They’ve also utilized our other business, financial planning services. We have found that we have gotten a lot of clients who are new to the area and need a new tax professional who found us through Yodle. We love our adversite. The new client offer in the right hand corner is great; people have used that. It’s also very quick and easy to make changes.

Yodle makes it super easy to synchronize pics and content all in one step. We recently did a radio show. We also relocated and we were able to upload that information quickly through Yodle and it appears everywhere. The review management tool is very easy to use. I can send it out in one quick e-mail. Clients love that they don’t have to join or sign up for anything. They can just do a quick review. Those are also populated to our Facebook page, which just shows that we’re active.

We will continue to use Yodle and we will increase our budget. We also have moved to a new location and we want to bring clients on board in this area. I’ve found it’s a good investment for a seasonal business, and we retain Yodle throughout the year to drive business to us during the off season as well. Yodle has tracked all our leads and contacts, so we’ll have them ready to reach out to when tax season starts next year.

I would say if you’re going to do it, really stay on top of it and take advantage of all the great features. That’s what I did and we’ve had nothing but success.

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